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Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact • Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables, • Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently, • Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results, • Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios, • Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners, • Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests, • Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls, • Mentor and develop tax professionals, providing coaching and fostering professional growth across the team, • Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications • CPA or certification in process or Enrolled Agent, • Bachelor's Degree, • 7+ years of tax experience from public accounting or financial services, • 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications • 8+ years of progressive tax experience in public accounting, corporate tax, or both, including complex tax matters, • Insurance or asset management tax experience, with exposure to investment taxation across asset classes, • Experience with tax technology, ERP systems, and system implementations, • Passion for leveraging technology, automation, data analytics, and AI to improve processes and efficiency, • Proven success leading transformation, process improvement, or change management initiatives, • Experience mentoring, developing, or leading tax professionals, • Strong analytical, problem-solving, and data management skills, • Ability to manage multiple priorities and deliver results in a fast-paced environment, • Project management experience; certification preferred, • Experience with deferred tax accounting, reconciliations, audits, and auditor relationships, • Self-starter with a track record of ownership, initiative, and execution, • Strategic thinker with a hands-on approach to delivering results, • Excellent communication skills with the ability to simplify complex tax concepts for diverse audiences What to Expect as Part of the Team • Regular meetings with the Investment Tax Team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

A client of ours is a Global Service Firm in the Multi-Media space that has opened a new role on their team. Seeking an experienced Tax Professional with 13+years to be the lead for the firm. This professional will work with Front Office Sales, Operations, and Finance along with internal stakeholders. Responsibilities include Tax Compliance, Reporting, M&A Tax Diligence, Tax Risk and Strategy. \n \n Responsibilities will include, but are not limited to: \n\n • Responsible for Strategic Tax Planning and Tax Reporting supporting Executives and Finance personnel.\n, • Manage Tax Compliance, Estimates, Extensions, and Partner Distributions including tax issues relating to partner transactions.\n, • Assist with Buy-Side tax diligence for M&A transactions and tax forecasting\n, • Assist with tax developments (ex. legislation, regulations, changes in business operations) and communicate the necessary recommendations to management.\n, • Proactively identify all tax requirements and ensure compliance.\n, • Evaluation of tax impacts, as well as work with outside advisors to recommend and execute the optimal structure tax for the company.\n\n \n Requirements: \n\n • 13+ years of tax experience with at least five years in a public accounting firm\n, • Bachelor’s degree in Accounting required, Master's is a plus\n, • CPA or JD is preferred.\n, • Partnership/ Pass through Entity is a plus\n, • Experienced with Partner Capital Account Models and Owners Stock Equity Accounts is a plus\n

Legacy Oral Surgery & Implants is a family-owned oral and maxillofacial surgery practice with locations in Union City, NJ; Elizabeth, NJ; and Staten Island, NY. We're growing, through new locations and acquisitions, and we're looking for our first dedicated Financial Controller to build the financial foundation for that growth. The Role You'll own the practice's accounting and financial reporting across multiple locations and entities, reporting directly to the COO. This is a hands-on, build-it-right role: you'll set up the processes, controls, and reporting we'll rely on for years. You'll also be a strategic partner on expansion decisions. What You'll Do • Lead the monthly close, reconciliations, and financial statements across multiple entities and locations, • Manage intercompany allocations and shared-cost accounting, • Oversee NJ and NY payroll and tax compliance in coordination with our outside CPA firm, • Build reliable production, collections, and adjustment reporting from our practice-management system, • Own provider compensation calculations and make sure they're accurate, consistent, and well documented, • Support acquisition due diligence, integration, and purchase accounting, • Develop budgets, forecasts, and KPI dashboards for leadership, • Strengthen internal controls, AP/AR processes, and cash management What We're Looking For • accounting experience, including a controller or senior accounting leadership role, • Experience in healthcare, dental, or a multi-location medical group strongly preferred (DSO experience is a big plus), • Solid understanding of revenue cycle concepts: production, collections, adjustments, payer contracts, • Multi-entity accounting experience; acquisition experience is a plus, • CPA preferred, • Strong Excel skills; experience with QuickBooks or similar, and comfort pulling data from practice-management software, • Someone who can work independently, explain numbers clearly to non-finance people, and enjoys building systems from the ground up Compensation & Benefits • Base salary: $80,000–$130,000, depending on experience, • Annual performance bonus, • 401(k), • Paid time off

Fund Accounting Manager / Assistant Controller – Private Credit \n \n We are partnering with a leading alternative investment management firm seeking an experienced Fund Accounting Manager / Assistant Controller to join its growing finance team. This is an excellent opportunity for someone looking to take on significant ownership within a sophisticated investment platform, gain exposure to senior leadership, and play a key role in the firm's continued growth. \n \n Key Responsibilities \n\n • Oversee third-party fund administrators and ensure accurate accounting and reporting across investment funds.\n, • Review management fees, incentive fees, waterfall calculations, and partner allocations.\n, • Manage capital calls, distributions, and quarterly investor capital account statements.\n, • Prepare and review quarterly and annual GAAP financial statements.\n, • Lead the annual audit process and coordinate with external auditors, tax advisors, and service providers.\n, • Support new fund launches, fund structures, and accounting process improvements.\n, • Partner with the Liability Management team on liquidity management and borrowing base compliance.\n, • Collaborate with Investor Relations on quarterly performance reporting and investor requests.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting required; CPA preferred.\n, • 8–12+ years of accounting experience within financial services.\n, • Strong background in private credit, private equity, or alternative investment fund accounting preferred.\n, • Experience overseeing fund administrators, financial reporting, and fund-level accounting.\n, • Knowledge of management fees, incentive allocations, and distribution waterfalls.\n, • Strong analytical skills and exceptional attention to detail.\n, • Hands-on mentality with the ability to manage multiple priorities in a fast-paced environment.\n, • Excellent communication skills and ability to work cross-functionally.\n\n \n Why Consider This Opportunity? \n\n • Join an established and growing alternative investment platform.\n, • Gain broad exposure across fund accounting, operations, investor reporting, and liquidity management.\n, • Work closely with senior finance leadership and key stakeholders.\n, • Play an important role in new fund launches and continued platform expansion.\n, • Opportunity for long-term career growth and increased responsibility.\n\n \n Interested? Apply directly or reach out confidentially to learn more. \n #FundAccounting #PrivateCredit #PrivateEquity #AlternativeInvestments #AccountingJobs #FinanceCareers

We are seeking an experienced State & Local Tax (SALT) professional to own the day-to-day execution of our U.S. state income and franchise tax function. This role has primary responsibility for a multi-state compliance footprint (~200 returns), direct ownership of state audit activity, and ongoing identification and management of state tax exposures. The right candidate is hands-on, exercises strong judgment in what goes out the door during audits, and can operate with a high degree of independence. This position offers significant visibility and a clear path to full ownership of the SALT function. State Compliance (Primary Ownership) • Serve as the primary internal owner of state income/franchise tax compliance across ~200 returns; coordinate data gathering and submission to outside advisors, manage the overall filing calendar, and conduct tiered reviews (detailed review on material returns; high-level review on smaller filings), • Oversee state estimated tax and extension calculations prepared by staff; review for accuracy and ensure timely submission, • Manage apportionment, nexus tracking, and combined reporting considerations, • Identify and flag exposures as they surface during the compliance process and escalate with a recommended path forward Audit & Notice Management (Direct Lead) • Serve as the primary point of contact for state tax audits and notices, including direct interaction with state auditors, • Gather, organize, and review information requested by auditors; exercise judgment on what is provided and how it is framed, • Identify potential exposures and risk areas in real time as audit data is assembled, • Draft and own IDR responses and other written submissions; coordinate with senior tax leadership on strategy and issue escalation, • Track audit status, manage deadlines, and ensure timely, well-considered responses Technical & Documentation • Research and document state tax positions (apportionment, nexus, combined reporting, etc.), • Prepare clear, concise memoranda and technical support for key positions, • Partner with the federal tax team to ensure alignment where relevant Process & Infrastructure • Improve organization, documentation, and workflow across state compliance, • Develop and maintain standardized workpapers and support files, • Identify opportunities to reduce risk and increase efficiency Collaboration • Work closely with federal tax, accounting, and finance teams, • Support the state tax provision process, • Assist with special projects as needed Qualifications: • 7–10+ years of experience in state & local tax; Big 4 or strong regional firm background strongly preferred, • Demonstrated experience preparing and reviewing multi-state income/franchise tax returns, • Direct experience managing state tax audits, including auditor-facing interaction and IDR response drafting, • Ability to identify tax exposures during compliance and audit processes and develop a recommended response, • Strong written communication skills — must be able to produce well-reasoned, polished written responses and memoranda, • High degree of ownership mentality; comfortable operating with limited day-to-day oversight, • Strong organizational and project management skills across a high-volume workload Additional Information: The expected salary range for this role is $150,000 - 170,000 annually. We are committed to offering competitive compensation, and the final salary will be based on the selected candidate's experience, qualifications, and overall fit for the position. All information provided will be kept confidential in accordance with Equal Employment Opportunity (EEO) guidelines. This job description does not state or imply that the duties listed are the only duties to be performed by the employee(s) in this position. Employee(s) will be required to follow any other job-related instructions and perform any other job-related duties as requested by any person authorized to provide such instructions or assignments. A review of this position has excluded the marginal functions of the role that are incidental to the performance of essential job duties. All duties, responsibilities, and requirements are considered essential job functions and may be modified as needed to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) must possess the knowledge, skills, abilities, and aptitudes necessary to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to their own health or safety or that of others. The qualifications listed in this document represent the minimum levels of knowledge, skills, and abilities required for the position. This document does not create an employment contract, express or implied, other than employment at will.

A leading international law firm is seeking a mid/senior-level Tax Associate to join its Tax Group in New York. This is an excellent opportunity for an experienced tax attorney to join a sophisticated global practice advising clients on the tax aspects of complex domestic and cross-border transactions. The successful candidate will work across a broad range of matters, including M&A, restructurings, investment funds, capital markets, financing transactions, joint ventures, real estate and other strategic transactions. The position offers exposure to a highly collaborative, cross-office tax practice supporting clients across a diverse range of industries and sectors. Salary: $235,000 – $435,000 Responsibilities: • Advise clients on the federal tax aspects of sophisticated corporate and commercial transactions, • Provide tax advice in connection with mergers, acquisitions, divestitures, reorganizations and restructurings, • Advise on domestic and cross-border transactional tax matters, • Work on the tax aspects of investment funds, capital markets and financing transactions, • Advise on joint ventures, partnerships and partnership taxation, • Support matters involving securitizations and other structured finance transactions, • Advise on REITs and other real estate-related transactions, • Assist clients with tax planning and structuring to achieve commercial and strategic objectives, • Collaborate with attorneys across practice groups and offices on multidisciplinary transactions, • Work directly with clients on complex and evolving tax issues Qualifications: • At least 5 years of relevant tax experience, • Experience gained within a law firm and/or accounting environment, • Strong knowledge of U.S. federal tax law and transactional tax matters, • Experience advising on sophisticated corporate or finance-related transactions is highly desirable, • An LL.M. in Taxation is preferred but not required, • Must be an active member of the New York Bar, • Strong analytical, drafting and communication skills, • Ability to work effectively as part of a collaborative, cross-disciplinary team Benefits: • Competitive salary of $235,000 – $435,000, • Comprehensive and flexible benefits program, • Generous 401(k) plan, • Tuition assistance, • Opportunity to work within a sophisticated global tax practice, • Exposure to complex domestic and international transactional matters, • Collaborative working environment with opportunities to work across offices and practice areas, • Strong platform for continued professional development and career progression If you are interested in this position, and you meet the requirements of the role, please click 'apply now' to forward an up-to-date copy of your resume. Alternatively, if you would like to discuss this opportunity further, please contact Siobhan Murray for a confidential discussion. Our advertisements use salary and experience as a guide only. Interlink Recruitment is an equal opportunities employer. Due to the high volume of applications, only shortlisted candidates will be contacted.

Senior Recruiter – Accounting & Finance, Temporary Staffing About the Role Madison Davis is looking for an experienced Senior Recruiter to join our Accounting & Finance Temporary Staffing team. This person will focus on recruiting and placing accounting and finance professionals into temporary, contract, and consulting assignments with our clients. This is a production-focused recruiting role for someone who understands how to move quickly, build strong candidate relationships, manage multiple active searches, and consistently deliver qualified talent against client needs. Responsibilities • Recruit Accounting & Finance professionals for temporary, contract, and consulting opportunities, • Manage the full recruiting lifecycle from sourcing and initial outreach through screening, interview coordination, offer management, onboarding, and start, • Build and maintain a strong pipeline of qualified candidates across Accounting & Finance skill sets, • Partner closely with Account Managers and Business Development professionals to understand client requirements and prioritize open positions, • Source candidates through LinkedIn Recruiter, job boards, internal databases, referrals, networking, and direct outreach, • Conduct detailed candidate interviews to evaluate technical experience, compensation, availability, career goals, and overall fit, • Present qualified candidates quickly and accurately against active client requirements, • Maintain consistent communication with candidates throughout the interview, placement, and assignment process, • Re-engage existing candidates and build long-term relationships that generate repeat placements and referrals, • Manage a high volume of open positions while maintaining quality and urgency, • Maintain accurate candidate activity, notes, and pipeline information within Salesforce, • Stay current on the Accounting & Finance talent market, including compensation, candidate availability, hiring trends, and competitive activity, • Consistently meet individual recruiting, submission, placement, and gross margin goals Candidate Profile • 4+ years of staffing agency recruiting experience, ideally within Accounting & Finance, • Strong experience recruiting for temporary, contract, or consulting positions, • Proven ability to manage a high-volume recruiting desk and multiple active searches simultaneously, • Strong sourcing and candidate-generation skills, • Comfortable working in a fast-paced, metrics-driven staffing environment, • Strong understanding of Accounting & Finance roles and terminology, • Ability to build credibility quickly with candidates at multiple levels, • Highly organized with strong follow-up and attention to detail, • Competitive, motivated, and comfortable being held accountable to production goals, • Experience using an ATS or CRM; Salesforce experience is a plus Typical Searches The Senior Recruiter may support searches including: • Staff and Senior Accountants, • Accounts Payable and Accounts Receivable, • Financial Analysts, • Senior Financial Analysts, • Accounting Managers, • Controllers, • FP&A professionals, • Payroll professionals, • Internal Audit, • Tax, • Treasury, • Finance and Accounting Consultants, • Project-based Accounting & Finance professionals What Success Looks Like Success in this role means building a reliable network of Accounting & Finance talent, developing a strong candidate pipeline before positions open, responding quickly when client needs arise, and consistently converting searches into starts and profitable temporary placements.

We are working with a premier client firm that is seeking an accomplished Tax Partner to join their growing Tax Department. This opportunity offers competitive compensation, comprehensive benefits, wellness programs, and a rewarding career trajectory within a respected and collaborative environment. Key Highlights: • CPA license required; Master’s in Taxation or LLM preferred, • 10+ years of progressive public accounting experience; Partner-level experience at a Top 25 accounting firm ideal, • Broad technical expertise in closely-held businesses, partnerships, S-Corporations, LLCs, and high-net-worth individuals, • Deep experience reviewing and signing complex federal and state income tax returns, • Strong understanding of financial statements and their integration with tax strategy, • Exceptional leadership, client service, and interpersonal skills, • No book of business required What We Offer: • Partner-level opportunity with immediate leadership responsibilities, • Hybrid work schedule (NYC-based), • Competitive compensation package, full benefits, and wellness programs, • The chance to make a significant impact in a growing, premier firm If you are a proven tax leader seeking the next step in your career, we encourage you to apply.

We are seeking a Junior Accountant to join one of our client’s growing real estate firms. The ideal candidate will have 1-3 years of accounting experience within the real estate industry and possess a solid understanding of accounting principles coupled with their Accounting or Finance degree. This role offers an excellent opportunity to gain exposure to property accounting, month-end close activities, tenant receivables, and real estate financial operations while working alongside a collaborative accounting team. The position sits in Midtown Manhattan and offers a hybrid work environment. Key Responsibilities • Assist with monthly, quarterly, and year-end close processes., • Prepare journal entries and maintain supporting documentation., • Reconcile bank accounts, general ledger accounts, and balance sheet accounts., • Review transactions for accuracy and proper coding., • Support the preparation of monthly financial statements and management reports., • Assist with accounting for commercial and residential properties., • Monitor tenant receivables and support rent collection processes., • Track property expenses and ensure proper allocation of costs., • Record and reconcile security deposits, CAM charges, and other tenant-related transactions., • Maintain lease and property financial records., • Assist with annual audits, tax filings, and lender reporting requirements. Qualifications • Bachelor's degree in Accounting, Finance, or related field., • 1-3 years of accounting experience, preferably within the real estate industry., • Experience with account reconciliations and journal entries., • Strong Microsoft Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP. Compensation: $32 - $37/hr, depending on experience. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Workday Payroll Specialist Role requires in office time in NYC each week, candidates must be local LHH Recruitment Solutions is working with a non-profit organization to fill a temporary-to-permanent Workday Payroll Specialist position in New York, NY. This would be joining a team of 5+ individuals and would be managing multi-state payroll. We are searching for a candidate who has previously processed payroll within Workday as it is a requirement for the role. Responsibilities: • Managing bi-weekly multi-state payroll process for 250+ employees within Workday, • Ensuring the organization is in compliance with state, federal, and local tax regulations, • Responding to employee payroll related inquiries timely while working to maintain positive working relationships, • Maintaining employee data; Ensuring garnishments, benefits, and 401k deductions are accurate, • Preparing any payroll related reports as needed, • Performing payroll reconciliation and schedules, • Supporting internal and external payroll audits Qualifications • 6+ months of Workday for payroll experience required, • Strong Multi-State payroll experience Schedule: • 2-3 days per week in office, midtown, • 9 - 5 PM, 35 hour work week Compensation & Benefits: • 50-60 per hour, • Medical, Dental, Vision, 401k is available to associates Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Please Apply Now if you would like to be considered for this position This position offers an excellent opportunity to gain hands-on accounting experience and grow within a supportive finance team. Please Apply Now if you can start a new role as soon as possible!

Connell Foley LLP is seeking an e-billing specialist based in their Roseland, NJ office. This position within the accounting department will be reporting to the Assistant Controller. Qualified candidates would have at least 5 years’ experience in law firm billing activities. Experience using Elite’s 3E and ehub software as well as Excel. Job functions include: • Handle all aspects of billing procedures for assigned attorneys, including but not limited to preparing transfers, write downs, write offs, time entry edits, address rate issues, respond to client inquiries, etc., • Heavy electronic billing, including setups, submissions, accruals, appeals, and e-billing collections and correspondence., • Modifying billing rates in the system, including setting up rate sets., • Prepare various billing reports., • Develop and maintain working relationships with billing attorneys, secretaries and management., • Strong written, verbal and interpersonal skills; organized, detail-oriented, work well alone and as a member of a team. Should be able to multi task and work well in a fast paced environment., • Work with the accounting team to achieve monthly and annual billing objectives, • Records all communications in the document management system (iManage) Exact compensation based on experience. Overall compensation package includes excellent time off (including at least twelve (12) paid holidays annually), medical, dental and other benefits, as well as matching and profit-sharing benefits within the 401(k) plan. Established in 1938, Connell Foley is an Equal Opportunity Employer and a full-service law firm of approximately 140 lawyers and offices across multiple offices throughout the Mid-Atlantic region. Connell Foley provides a broad range of legal services that involve both established and emerging areas of law, with strengths in litigation, corporate, real estate and land use, and sophisticated tax and estate planning. Renowned for its commitment to exceptional client service and practical, results-oriented solutions, Connell Foley has built a reputation for legal excellence and innovation.

A growing private investment platform is looking to add a Fund Accountant to its expanding finance team. This is an excellent opportunity for someone with 2–3 years of fund accounting experience who wants broad exposure to fund operations, investor reporting, and investment activity within a lean, entrepreneurial environment. Reporting directly to senior finance leadership, you’ll have hands-on responsibility across a portfolio of alternative investment vehicles and work closely with finance leadership, investors, fund administrators, auditors, and other external service providers. What You’ll Do: • Support monthly, quarterly, and annual fund close processes, • Maintain fund-level accounting records, general ledgers, and supporting schedules, • Prepare capital call and distribution calculations, • Assist with investor reporting and financial statement preparation, • Reconcile investment activity, capital accounts, and fund cash movements, • Coordinate with fund administrators, auditors, and tax providers, • Track portfolio activity and support investment accounting, • Prepare audit and regulatory reporting support, • Identify opportunities to improve processes and fund operations, • Support ad hoc reporting and analysis for management What We’re Looking For: • Bachelor’s degree in Accounting, Finance, or a related field, • 2–3 years of fund accounting experience, • Background in private equity, venture capital, private credit, hedge funds, or other alternative investments, • Understanding of closed-end fund structures and capital activity, • Strong understanding of fund accounting and investor allocations, • Advanced Excel skills, • Experience working with fund administrators and external auditors, • CPA or CPA-track preferred, • Experience with fund accounting or investor reporting systems is a plus, • Strong analytical, organizational, and communication skills This is a high-visibility opportunity within a growing investment platform, offering broad exposure to fund operations and the opportunity to work closely with senior finance leadership.

Global Investment Management firm is seeking an AVP Tax (M&A) - newly created that will provide domestic and international Tax Strategy, Risk, Transactions handling their Private Equity, Hedge Funds, and Credit Investment Funds. Some responsibilities include : • Support and drive tax strategies, initiatives, and risk to discuss with stake holders, • Analyze early stage tax support to Investment Teams, • Gather and analyze complex financial information for purposes of international tax determinations and tax reform reporting., • Work with External Advisory Teams Requirements: • Bachelor's Degree with Master's in Tax, JD or LLM, • 4+ years of Taxation coming from a BIG4 public accounting with international tax transactions, • Exposure to Private Equity and Credit Investments, • Any Credit and Debt Investment experience is a plus, • Strong interpersonal and communication skills will be required as you will be collaborating with global counterparts.

Fund Accountant Location: New York, NY (In-Office) Employment Type: Full-Time Ready to make your first move out of public accounting? We're partnering with a well-established alternative investment firm seeking a Fund Accountant to join its growing finance team. This opportunity is ideal for someone with 2-3 years of public accounting experience who wants to transition into the investment world and gain hands-on exposure to private equity, private credit, fund operations, financial reporting, and investment accounting. If you've spent the last few years auditing investment management clients and are looking for an opportunity to apply what you've learned in a more strategic, business-facing environment, this role offers an excellent next step. Position Overview As a Fund Accountant, you'll work closely with experienced finance professionals and external service providers to support the accounting, reporting, and operations of various investment vehicles. This role provides broad exposure across fund accounting, financial reporting, investment activity, and audit coordination while offering significant opportunities for professional development and career growth. Responsibilities • Assist with the preparation and review of quarterly and annual fund financial statements, • Support external audit processes and coordinate with auditors and other service providers, • Review NAV packages, supporting schedules, and fund-level reporting, • Track and analyze fund expenses, accruals, and allocations, • Support capital calls, investor distributions, and related fund activity, • Assist with treasury and cash management processes, • Monitor portfolio activity and perform account reconciliations, • Collaborate with administrators, tax advisors, and internal stakeholders to ensure timely and accurate reporting, • Assist with regulatory and compliance-related reporting requirements, • Participate in special projects and process improvement initiatives Qualifications • 2-3 years of public accounting experience, • Big 4 or Top 10 public accounting experience strongly preferred, • Experience working with private equity, private credit, hedge fund, asset management, or alternative investment clients, • Bachelor's degree in Accounting, Finance, or a related field, • CPA completed, in progress, or actively pursuing preferred, • Strong analytical, organizational, and problem-solving abilities, • Advanced proficiency in Microsoft Excel, • Excellent communication skills and attention to detail, • Ability to manage multiple priorities in a fast-paced environment Ideal Candidate This opportunity is particularly attractive for: • Audit Associates and Senior Associates seeking their first move out of public accounting, • Professionals with exposure to alternative investments and investment management clients, • Individuals interested in developing long-term careers within private markets and alternative investments, • Candidates looking for greater business exposure and ownership than a traditional audit role can provide Why Consider This Role? • Excellent first move from public accounting into industry, • Exposure to sophisticated alternative investment strategies, • Direct interaction with experienced finance and investment professionals, • Strong mentorship and learning environment, • Visibility across accounting, operations, and fund management functions, • Long-term career growth potential within a respected investment platform Compensation Base Salary: $95,000 - $120,000 Final compensation will be determined based on experience, qualifications, credentials, and overall fit. Eligible employees may also participate in bonus and incentive programs. Benefits Eligible employees may have access to: • Medical, dental, and vision insurance, • Paid time off and company holidays, • 401(k) retirement savings plan, • Life and disability insurance, • Employee assistance programs, • Additional company-sponsored benefits and wellness programs Work Authorization Applicants must be legally authorized to work in the United States without current or future sponsorship requirements. Background Screening Where permitted by law, a background check may be conducted following a conditional offer of employment. Equal Opportunity Employer Our client is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, citizenship status, or any other status protected by applicable federal, state, or local law. Reasonable Accommodation Applicants requiring reasonable accommodation during the application or interview process are encouraged to request assistance. Accommodations will be provided in accordance with applicable law.

About Us Perform Properties is a Blackstone Real Estate portfolio company focused on high‑performing retail and office properties with people‑appeal - vibrant spaces where people actively choose to work, shop, and gather. With expertise in transactions, development, leasing, and management, we oversee approximately 30 million square feet of properties across the U.S. Our culture is built on our OneTeam foundation - a shared commitment to collaboration, innovation, and knowledge sharing across roles, teams, and time zones. Guided by this foundation, our OneTeam Core Values define how we show up every day: · Act with Intention · Make It Happen · Raise the Bar · Stay Curious · Win as One Join a team where performance and partnership go hand in hand. Job Summary The Director of Recoveries and Collections is a senior finance leader responsible for maximizing the recovery, accuracy, and sustainability of tenant reimbursements across a national office and retail portfolio, responsible for overseeing and managing all aspects of tenant recovery operations. This role has authority to design recovery strategies, recommend and influence lease language, establish recoverability policies, direct tenant audit procedures, and oversee tenant audit outcomes, and make judgment-based collectability decisions The role operates with a high degree of autonomy and serves as the point of accountability for tenant recovery governance, partnering closely with Portfolio and Asset Management, Leasing, Legal, Accounting, and Property Management Essential Job Functions Recovery Strategy & Governance • Own and continuously refine the comprehensive recovery strategies and initiatives across office and retail assets, to maximize portfolio cost recovery and revenue generation, • Design, implement, and maintain formal recovery policies: recoverable vs. nonrecoverable cost definitions, allocation methodologies, administrative and indirect cost recoverability, and capital and CIP recoverability frameworks, • Establish consistent standards that balance lease compliance, audit defensibility, tenant relationships, and long-term NOI optimization; stay informed about market conditions and industry benchmarks to assess and enhance the competitiveness of recovery strategies, • Serve as a strategic partner to Leasing on deal structure and negotiations, Legal on lease interpretation and dispute resolution, Lease Administration and Accounting on acquisitions and new lease recovery pool system setup, Property Management on operational execution and documentation, and Asset Management on value creation and tenant strategy, • Collaborate with People & Culture/Learning & Development to provide training and guidance to internal teams on recoverability principles and best practices Expertise & Authority • Act as finance authority on lease recoverability provisions including operating expense definitions, exclusions and caps, gross-ups and base year mechanics, audit rights and limitations; focus on maximizing revenue, • Partner with Leasing and Legal to recommend and approve standard recovery language for new leases, renewals, and amendments and evaluate proposed lease concessions or recoverability changes and advise on financial and long-term implications, • Partner with Portfolio Management and Data & Research to evaluate market rates for recoveries across the portfolio, • Lead or participate in special projects and initiatives related to tenant recovery operations, such as process automation, system implementations, or policy enhancements, • Develop and maintain strong relationships with external partners to support recovery efforts Collectability & Decision Rights • Lead tenant-specific and portfolio-level recovery billing collectability assessments, • Own and oversee all tenant audit activity:, • Audit intake, coordination, and response strategy, • Direct tenant recovery teams (in-house, affiliate, offshore); manage information exchange, • Review and recommend approval of audit findings, settlements, and adjustments, • Trend analysis and root-cause remediation, • Serve as the internal authority on audit outcomes and escalation decisions, • Monitor recovery trends and lead the review and analysis of lease agreements, CAM pool setups, and tenant accounts to identify recovery opportunities, • Use audit insights to improve future lease language, billing, and controls; develop and oversee resulting projects Controls, Reporting, & Analytics • Establish and monitor internal controls over recovery calculations, billings, and adjustments; ensure accuracy and compliance with company policies, lease terms, and industry best practices, • Develop reporting and dashboards for recovery rates and leakage, audit exposure and outcomes, tenant dispute trends, portfolio-level risk indicators; communicate results, insights, and recommendations across senior leadership teams to support decision-making and revenue optimization., • Work in lock step with Accounting and FP&A leadership, property accounting, lease administration, and property operations to ensure recoveries are accurately recorded in NOI, accruals, and system setup, and financial reporting Qualifications and Technical Competencies • Bachelor's degree (accounting or similar field), • Minimum of 10 years of experience in commercial real estate finance, tenant recoveries/CAM, property accounting, audit, or portfolio operations, • Deep experience across office and/or retail asset classes, • Demonstrated success handling complex tenant audits and high-value disputes, • 5+ years of supervisory experience, • Expert knowledge of commercial lease structures and recoverability provisions; CAM, operating expense, and tax, insurance, management fee recoveries; GAAP considerations affecting NOI and recoveries, • Strong judgement in balancing technical compliance with practical business outcomes, • Proven ability to operate with independent authority and sound discretion, • Comfort making recommendations that influence lease negotiations, financial reporting outcomes, tenant relationship strategy Benefits & Compensation Benefits:The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO). Base Salary Range: $150,000-$200,000. This represents the presently-anticipated low and high end of the Company’s base salary range for this position. Actual base salary range may vary based on various factors, including but not limited to location and experience. The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility EEO Statement The Company is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email recruiting@eqoffice.com.

Toss Securities is one of Korea's fastest-growing retail securities and fintech platforms, widely regarded as one of the country's most innovative fintech brands. As part of its global expansion, Toss has opened overseas offices in the US and Japan. Toss Securities US LLC (TSUS), a FINRA-registered broker-dealer, is building the next generation of investing products and infrastructure as it actively grows its U.S. trading operations. As part of the broader Toss ecosystem, TSUS combines a startup mindset with the rigor required of a regulated financial institution. We are seeking experienced Head of Finance to join our growing team. This role offers an exciting opportunity to contribute to the expansion of a dynamic brokerage firm while advancing your career in the U.S. financial markets. The Head of Finance is the senior finance executive for Toss Securities US. This role owns two connected mandates: • US Finance Leadership: oversight of the finance function in the US including controllership, regulatory/net capital reporting, treasury coordination, and audit management while serving as the primary link between US finance operations and Group finance colleagues at TSKR, including regular direct engagement with the Parent CFO., • Financial Planning & Analysis (FP&A): budgeting, forecasting, management reporting, and business-partnering across the US organization and Korea. This is a highly visible role requiring strong technical finance skills, regulatory fluency in broker-dealer requirements, and the ability to translate between local US operational needs and group-level reporting/governance expectations. Key Responsibilities Lead financial strategy and execution across our US subsidiaries • Build actionable financial strategy at the entity and consolidated US level: KPIs, budgets, forecasts, capital allocation, treasury management., • Translate strategy into business impact., • Lead the Accounting and Regulatory finance team., • Stay current on regulatory changes affecting broker-dealer financial reporting and capital requirements. Drive performance analysis and decision support • Lead performance analysis across products, services, and business unit initiatives., • Partner with US and Korean executives to sharpen and accelerate decisions., • Develop a KPI and reporting framework ensuring and accurate and consistent structure that blends into the group consolidated processes., • Support the team on key business third-party relationships were they drive revenue and expenses. Own US financial modeling and quantitative simulation • Model strategy, pricing, product launches, and organizational changes to find the optimal. path forward., • Be able to explain why the strategy holds up under stress., • Be the bridge between US operations and Korean colleagues, • Translate financial signals across two regulatory contexts (SEC/FINRA ↔ FSC/FSS), two languages, and two operating cultures., • Run cross-border conversations with US business leaders, Korean executives, product teams, and external partners. Lead US finance operations • Own financial close, US GAAP reporting, and the external audit relationship., • Manage US tax, regulatory compliance, and capital structure for our US entities., • Build the function, not just operate it. Qualifications • 10+ years in finance, FP&A, strategy, or management accounting, with leadership experience in the US., • Currently working in the US as Director of FP&A, Head of FP&A, VP Finance, or equivalent a financial services, fintech, or growth-stage company., • Bilingual in Korean and English at a professional level. Comfortable operating effectively in both US business contexts and Korean HQ culture., • Has personally led entity-level or division-level financial strategy from direction-setting through execution, not just analysis handoffs., • Frames direction for the organization from a financial lens., • Drives cross-functional alignment proactively with business leaders, executives, and external partners., • Curious mindset: Asks "why are we doing it this way" and builds better structures, doesn't accept the status quo. Job Specification • Location: New York, NY (with required 3 - 6 month rotation at Toss Securities Korea (on-site and travel and accommodation will be supported)., • After rotation: Relocate back to the US to lead financial strategy and operations., • Reports to: CEO Toss Securities US, • Direct Reports: Director & FINOP, Accounting Manager., • Travel: US–Seoul travel expected post-rotation 2 trips per year. Preferred • Prior CFO, VP Finance, or Head of Finance role at a US-listed or pre-IPO fintech, broker-dealer, asset manager, or financial services firm., • US securities or fintech background, retail brokerage, crypto, asset management, or trading platforms (e.g., experience at firms like Robinhood, Coinbase, Schwab, SoFi, IBKR, or similar)., • Fluent with ERP, Tableau, Excel, BI tools, and AI tools (Claude, Codex, etc.) for financial automation., • Familiar with both US GAAP and K-IFRS and cross-border reporting. Equal Opportunity Employer TSUS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.

TAX COMPLIANCE CONSULTANT Hybrid - New York City or Washington DC Estimated 3-6mth contract but could definitely go longer We are seeking an experienced Tax Compliance Consultant to support a range of nonprofit tax and regulatory compliance initiatives. This individual will work across both 501(c)(3) and 501(c)(4) entities, helping resolve outstanding compliance matters, review historical filings, strengthen existing processes, and establish a more centralized and sustainable approach to ongoing compliance. The ideal candidate will bring strong hands-on experience with nonprofit tax compliance, Form 990 filings, IRS matters, and C3/C4 structures, along with the ability to independently assess issues and drive them through to resolution. Key Responsibilities • Review and manage outstanding IRS notifications, enhance the existing tracking process, and drive all open items through to full resolution., • Review prior Form 990 filings for the 501(c)(4) entity and assist in determining whether amended or additional filings are required., • Coordinate with external tax advisors, including Baker Tilly, should historical Form 990s require refiling., • Conduct 501(c)(3)/501(c)(4) analysis to confirm that the C4 entity is appropriately paying its full share for services provided by the C3 entity., • Review and document cost allocations and inter-entity arrangements to help ensure appropriate separation between the C3 and C4 organizations., • Review the organization's existing compliance calendar and filing schedule for completeness and accuracy., • Identify outstanding or overdue compliance requirements and assist with bringing filings and other obligations up to date., • Assess the current approach to managing compliance responsibilities across multiple departments and identify gaps in ownership, visibility, and oversight., • Recommend and help implement an improved centralized compliance tracking and oversight process to manage ongoing filing and regulatory requirements., • Potentially support preparation and review of the 2026 C3 and C4 Form 990 filings., • Develop a fully reconciled, well-documented Form 990 work file and supporting process that can be replicated efficiently in future years., • Partner with internal finance, accounting, legal, and other stakeholders as well as external tax advisors as required. Qualifications & Experience • Demonstrated experience in nonprofit tax compliance, ideally supporting both 501(c)(3) and 501(c)(4) organizations., • Strong working knowledge of Form 990 preparation, review, and filing requirements., • Experience responding to and resolving IRS notices and compliance matters., • Understanding of the tax and compliance considerations associated with relationships between C3 and C4 entities., • Experience with shared-service arrangements, cost allocations, or inter-entity transactions within nonprofit organizations., • Ability to review historical filings, identify potential gaps, and develop a clear path toward resolution., • Experience managing or improving compliance calendars, filing schedules, trackers, and internal controls., • Strong organizational and project management skills with the ability to manage multiple compliance workstreams simultaneously., • Ability to work independently while effectively coordinating with internal stakeholders and external accounting/tax firms., • Strong attention to detail and the ability to create clear, repeatable processes and supporting documentation.

Senior Accountant Location: New York City Reports To: Chief Financial Officer Position Overview A growing alternative investment management firm is seeking a highly motivated and detail-oriented Senior Accountant to join its finance and accounting team. Reporting directly to the Chief Financial Officer, this individual will support both private credit fund accounting and management company accounting. The role offers broad exposure across investment vehicles and the management company, including financial reporting, investor reporting, cash management, budgeting, liquidity forecasting, and operational initiatives. The ideal candidate has experience or exposure within alternative investments, partnership accounting, or investment accounting and is comfortable working in a fast-paced, entrepreneurial environment with direct access to senior leadership. Key Responsibilities Fund Accounting & Operational Support • Coordinate with third-party fund and loan administrators, auditors, and tax providers, • Maintain loan accrual schedules and reconcile activity to administrator records, • Assist with monthly and quarterly investor reporting, • Support quarterly valuation processes, • Assist with capital calls, distributions, and performance calculations, • Maintain fund and portfolio track-record reporting Management Company Accounting • Support monthly close and financial reporting processes, • Assist with budgeting and variance analysis across revenue and operating expenses, • Support cash forecasting and short-term liquidity planning, • Assist with compliance-related accounting and operational activities in partnership with external providers Process Improvement & Strategic Support • Help develop and enhance accounting processes, internal controls, and reporting workflows, • Support technology, automation, and accounting process improvement initiatives, • Partner cross-functionally with investment, compliance, investor relations, and operations teams, • Participate in system implementations, strategic finance projects, and ad hoc analyses Qualifications • Bachelor’s degree in Accounting, Finance, or a related field, • 4+ years of accounting experience, preferably within alternative investments, asset management, private credit, or a related financial services environment, • Understanding of GAAP, partnership accounting, and investment accounting concepts, • Familiarity with management company accounting and operating entity financials, • Advanced Microsoft Excel skills Preferred Profile • Strong analytical and problem-solving skills, • Excellent attention to detail and organizational capabilities, • Ability to independently manage multiple priorities and deadlines, • Strong written and verbal communication skills, • Comfortable interacting directly with senior leadership, • Entrepreneurial mindset with a willingness to take ownership and operate in a hands-on environment

LHH Recruitment Solutions is partnering with a small, start-up environment company seeking a hands-on Senior Accountant to join the team. This is an excellent opportunity for someone who enjoys owning the month-end close process, wearing multiple hats, and helping build scalable accounting processes as the organization continues to grow. Key Responsibilities: • Own month-end, quarter-end, and year-end close activities, • Prepare journal entries, including payroll, accruals, prepaids, allocations, and other accounting adjustments, • Maintain prepaid, accrual, fixed asset, and other supporting schedules, • Manage accounts payable and accounts receivable processes, including vendor payments, expense reporting, collections, and cash management, • Review revenue and billing schedules to ensure accurate invoicing and compliance with ASC 606 revenue recognition requirements, • Reconcile bank accounts, credit cards, and balance sheet accounts while investigating and resolving discrepancies, • Oversee vendor onboarding, payment approvals, and related accounting processes, • Assist with ERP reporting, financial analysis, and budget-to-actual reporting, • Support audits, tax filings, process improvements, and internal controls initiatives What We're Looking For: • Bachelor's degree in Accounting, Finance, or a related field, • 3+ years of accounting experience with hands-on ownership of month-end close, journal entries, accruals, and account reconciliations, • Strong balance sheet reconciliation experience, including bank reconciliations and resolving accounting discrepancies, • Experience with ERP systems; NetSuite experience is highly preferred, • Strong knowledge of U.S. GAAP and financial reporting principles, • Advanced Excel skills and an interest in leveraging automation and AI tools to improve efficiency, • CPA designation, CPA track, public accounting, or audit experience is a plus, • Highly organized, analytical, and detail-oriented with excellent communication skills, • Comfortable working in a growing environment where processes continue to evolve Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

BDC Responsibilities Support the quarterly financial close process, partnering with junior accountants and third‑party fund administrators to ensure timely and accurate preparation of 10‑Q and 10‑K filings. First‑Level Review Responsibilities • Review internally prepared workpapers, including accounting treatment write‑ups supported by technical research, analysis, and interpretation., • Prepare journal entries as needed., • Evaluate new GAAP and regulatory updates to determine impacts on financial reporting and disclosures., • Review quarterly reporting packages prepared by the third‑party administrator. Financial Reporting & Valuations • Prepare schedules and calculations required for financial statement disclosures., • Work closely with the investment team on quarterly valuation procedures, analyzing valuation impacts on financial statements. Audit, Tax & Regulatory Compliance • Coordinate with external auditors and tax firms to ensure timely completion of annual audits and tax filings for the BDC and related entities., • Manage SBA regulatory reporting, including quarterly Form 468 and 1031 filings., • Review quarterly workpapers and Form 468 submissions for SBIC funds., • Oversee annual SBA examinations and support audits of standalone SBIC financial statements. Sarbanes‑Oxley (SOX) Compliance • Manage the SOX process end‑to‑end for the BDC., • Partner with internal and external auditors on interim and annual testing., • Maintain proper documentation and retention for all internal processes. Management Reporting • Assist in preparing quarterly management reporting, including board presentations, meeting minutes, and investment performance metrics such as IRR calculations. Interest Invoice Oversight • Review monthly interest invoices, including rate and principal changes, to ensure accuracy., • Manage distribution of interest invoices to borrowers. Cash Flow & Operations • Review weekly cash flow analyses and support planning activities., • Oversee the cash application process in coordination with the external custodian. Management Company / Investment Advisor Responsibilities • Assist with quarterly credit facility reporting. Qualifications • Bachelor’s degree in Accounting, • 6+ years of relevant experience, • Strong proficiency in Microsoft Office, especially Excel and PowerPoint, • Self‑starter with the ability to work independently and collaboratively, • Experience supervising junior staff and managing third‑party service providers, • Strong analytical and problem‑solving skills, • Ability to meet strict deadlines and manage multiple priorities, • Excellent written, verbal, and interpersonal communication skills, • High attention to detail and strong organizational skills, • Motivated, proactive, and eager to take on increasing responsibility, • CPA required

Job Title: Bilingual Enrolled Agent (English/Spanish) Location: Union City, New Jersey Job Type: Full-Time Description: We are looking for a bilingual Enrolled Agent (English/Spanish) to join our team. The ideal candidate will assist clients with Tax resolutions and IRS representation while providing excellent customer service. Responsibilities: • Represent clients before the IRS, • Identify, Analyze, Work out a plan or resolution on IRS and State Debts, • Preparing OIC, • Communicate with clients in both English and Spanish, • Provide tax planning and guidance, • Maintain accurate client records Requirements: • Active Enrolled Agent (EA) license, • Bilingual (English/Spanish) required, • Strong knowledge of tax laws and regulations, • Excellent communication and organizational skills, • Experience with tax software Preferred: • Prior experience in a tax firm or accounting office How to Apply: Please send your resume to linda@garanticesufuturo.com

Chief of Staff / Head of Ops to VC Founder - (SoHo) - $150k-180k+B A well-established venture capital firm is seeking a versatile builder-doer to lead executive operations and drive priority initiatives across the platform. In this senior operations role, you’ll work closely with the Founder/Managing Partner and partner team to streamline workflows, stand up systems, and own critical projects spanning firm operations, investor relations, and SPVs. The environment is lean, entrepreneurial, and highly collaborative with meaningful responsibility from day one. This is an excellent opportunity for someone looking to get into a VC and partner directly with the managing partners. The founder has a dedicated Executive Personal Assistant, so this role will not include that level of administrative responsibility. Candidates must have a solid sense of investment acumen to jump right in. The office culture is young, energetic, fast paced, and highly entrepreneurial; this is for someone willing to roll up their sleeves and get involved in various areas and firmwide initiatives no matter how big or small. Responsibilities: • Own the Founder/Managing Partner’s operating cadence: priorities, follow-ups, prep materials, and cross-functional execution, • Build and refine systems and processes (CRM/LP database, investor trackers, dashboards, data rooms, automation), • Drive investor relations workflows for funds/SPVs: LP communications, diligence responses, data-room management, and close coordination with legal/fund admin, • Prepare investor updates, fundraising collateral, and pipeline summaries with impeccable attention to detail, • Coordinate capital calls/wires, credit facility tracking, and coordination with tax/accounting advisors, • Oversee and optimize workflows to ensure consistency and quality against executive priorities, • Implement automation/AI tools to streamline repetitive tasks, reporting, and communications, • Lead special projects and firmwide initiatives from scoping through execution, holding stakeholders accountable to timelines Qualifications: • 3–8+ years in business operations, strategy, or project management at a startup, venture capital fund, or management consulting firm, • Proven track record building processes/systems and delivering complex projects on time with high standards, • Strong written and verbal communication with executive presence; rigorous attention to detail and discretion, • Hands-on experience with investor communications, data rooms, and CRM/reporting; SPV/fund workflows a plus, • Tech-forward and automation-savvy; comfortable implementing new tools and optimizing workflows, • Comfortable owning administrative tasks and coordinating with external advisors (legal, fund admin, tax/accounting) Base Salary: $150k- $180k plus bonus, benefits, and 401k The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: bsedita@adviceny.com If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel *Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm

We are working with a growing accounting and advisory firm looking to add a Senior Tax Manager to its Real Estate practice. This is a senior-level opportunity for someone with strong public accounting experience who can oversee complex real estate tax engagements, manage key client relationships, and mentor members of the tax team. Responsibilities • Lead and review complex tax engagements for real estate clients, • Serve as a primary point of contact for clients and provide proactive tax planning and advisory support, • Review tax returns, workpapers, and complex tax issues, • Advise clients on federal and state tax matters and planning opportunities, • Manage multiple engagements and communicate closely with firm leadership, • Supervise, mentor, and develop tax professionals, • Research evolving tax regulations and identify their impact on clients Qualifications • 10+ years of tax consulting/compliance experience within public accounting, • Strong experience working with real estate clients, • Previous experience managing both client relationships and tax professionals, • Strong knowledge of federal and state taxation, • Bachelor’s or Master’s degree in Accounting, Taxation, or a related field, • Strong communication, leadership, and client relationship skills, • Experience with CCH Axcess and Engagement is a plus

Accounting Manager | FinTech | $140k - $160k | Zanda About the Job Zanda is an Executive Search partner working exclusively with high-growth start-ups and scale-ups as they strengthen their organisations with senior talent. Zanda partners with VCs, Founders, CEOs, and CFOs to deliver critical leadership appointments, on both an interim and permanent basis, at pivotal moments of growth. Who Is The Business We are partnering with a fast-growing, venture-backed AI company building software for the financial services industry. The business has achieved strong early product-market fit with a blue-chip client base and is scaling quickly, backed by leading investors. Having built category-defining technology, the company combines start-up agility with growing commercial traction, and is now investing in the financial infrastructure needed to support its next phase of growth. Finance is central to that journey, and this hire will be a foundational addition to the team as the business builds a best-in-class accounting function from the ground up. What You'll Do You will own the company's day-to-day accounting operations, taking full accountability for the accuracy, integrity, and timeliness of financial reporting. The general ledger, accounts payable, accounts receivable, payroll, and expense management all sit with you, as do the monthly, quarterly, and annual close processes and the balance sheets, income statements, and cash flow reports that come out of them. You will ensure the business remains compliant with GAAP and other relevant standards throughout. Beyond the numbers, you will play a hands-on role in building the financial infrastructure the business needs to scale: establishing and refining accounting processes, internal controls, and financial policies, and implementing the systems and workflows that improve efficiency and reporting quality. You will support budgeting and forecasting with accurate financial data, track key metrics, and analyse variances to help leadership understand performance. You will also work closely with leadership and cross-functional teams to keep financial processes aligned with the needs of the business, and coordinate with external auditors, tax advisors, and other partners on audits, filings, and compliance. Experience Required • Qualified accountant (CPA or equivalent), • 5-8+ years of progressive accounting experience, • Strong knowledge of GAAP and financial reporting standards, • Proficiency with accounting and ERP systems (e.g., Sage Intacct or similar platforms), • Advanced Excel skills and strong analytical ability, • Experience in a high-growth, venture-backed start-up strongly preferred, • Background in B2B SaaS or AI-related industries a plus, • Experience supporting audits, investor reporting, or fundraising due diligence a plus Salary $140k - $160k + Bonus + Equity

Firm: $50B+ Private Equity Fund Role: Finance Associate Responsibilities • Own key aspects of fund accounting and financial reporting, including quarterly/annual close, NAV production, financial statements, capital accounts, and review of fund administrator deliverables for accuracy and compliance with LPA terms., • Drive the quarterly valuation process for portfolio companies by preparing and reviewing valuation models, coordinating with third-party valuation firms, and supporting the Valuation Committee., • Support complex fund transactions and cash activity, including deal closings, funds flow memos, capital calls, distributions, waterfall calculations, investor allocations, and credit facility activity., • Lead audit and investor reporting support, preparing audit schedules, responding to auditor requests, coordinating with Tax and Legal, and supporting LP financial statements, capital account reporting, and DDQs., • Partner across Finance, Legal, Tax, Treasury, and deal teams on fund launches, LPA/side letter compliance, data integrity, process improvements, and other strategic finance initiatives. Key Qualifications: • 3 - 6 years PE valuations and accounting experience, • Financial modeling experience #50251

The CFO will serve as the principal's senior financial executive and strategic partner, with direct oversight of the family office's accounting, treasury, reporting, and investment operations. Given the principal's private equity orientation, this role requires fluency in fund structures, direct deal mechanics, and portfolio-level financial oversight — not just traditional family office accounting. The CFO will be the connective tissue between the investment side of the office and its financial/operational infrastructure. Key Responsibilities • Financial Oversight & Reporting — Own consolidated financial reporting across the family's investment entities, holding companies, and personal balance sheet. Deliver monthly/quarterly reporting on portfolio performance, liquidity position, and capital commitments to the principal., • Private Equity & Direct Investment Support — Track capital calls, distributions, and carried interest across fund investments; support due diligence and financial modeling for direct/co-investment opportunities; monitor portfolio company performance and maintain investment-level books and records., • Treasury & Liquidity Management — Manage cash flow forecasting and liquidity planning across a complex, illiquid-heavy asset base; coordinate capital call funding and distribution waterfalls; manage banking and lending relationships, including subscription lines and personal credit facilities., • Entity & Structure Management — Oversee multi-entity accounting across LPs, LLCs, trusts, and holding structures used for fund investments and direct deals; ensure appropriate books and records are maintained for each vehicle., • Tax & Estate Coordination — Partner with outside tax counsel and CPAs on entity-level and personal tax planning, K-1 review and coordination, and structuring for new investments; support estate and wealth transfer planning in coordination with outside counsel., • Investment Operations — Build and maintain systems/processes for tracking commitments, unfunded liabilities, and performance across a fund and direct investment portfolio; evaluate and implement reporting/portfolio management technology as needed., • Team & Advisor Management — Manage internal finance/accounting staff and serve as primary relationship owner for external fund administrators, auditors, tax advisors, and legal counsel., • Strategic Advisory — Act as a trusted sounding board to the principal on new investment opportunities, capital allocation decisions, and overall balance sheet strategy. Qualifications • 10+ years of progressive finance leadership experience, with meaningful exposure to private equity — either within a family office managing PE/direct investments, a PE fund's finance function, or a fund administrator/institutional investor role., • Strong working knowledge of fund structures, capital call/distribution mechanics, carried interest, and direct/co-investment deal flow., • Experience with multi-entity consolidated reporting across LPs, LLCs, and holding company structures., • CPA preferred; MBA a plus.

The Atlantic Group has partnered with an investment management group in the Midtown, Manhattan area. They have an immediate need for a Trade Analyst to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Portfolio/Trade Review Analyst Leading investment management firm is seeking a Portfolio/Trade Review Analyst to support the Chief Compliance Officer and Head of Risk Management. This role will focus on trade allocation, compliance monitoring, risk controls, and operational support, with exposure to Portfolio Management, Risk, Operations, Legal, Accounting, and Tax. Work Schedule: 4 days in office / 1 day remote Responsibilities: -Monitor trades for compliance with investment guidelines and regulatory requirements. -Develop reports and SQL-based diagnostics and testing. -Oversee daily trade allocation processes and work with developers on allocation rules. -Assist with legal and tax reviews of trades and investment agreements. -Support employee personal trading and compliance surveillance. -Conduct periodic compliance reviews, including communications, OFAC, gifts & entertainment, and political contributions. -Respond to ad hoc compliance and trade-related requests. Qualifications: -Bachelor’s degree. -2–8+ years of relevant experience. -Working knowledge of SQL, Python, R, or similar programming language. -Strong Excel, analytical, and problem-solving skills. -Financial database/compliance experience. -Familiarity with fixed income products a plus. Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID:50532

VP, Tax - Prestigious High Net Worth Family Office, Midtown | Hybrid | $350K–$375K All-In Compensation | Strong Benefits The Opportunity: A prestigious, privately held family office is seeking a senior tax executive to join its leadership team and oversee the tax affairs of a highly sophisticated, multi-billion-dollar family enterprise. This is a highly confidential environment with a long-term perspective and a broad range of investment and operating interests, including real estate, private investments, partnerships, trusts, foundations, and other closely held entities. The VP of Tax will work closely with the CFO, family representatives, attorneys, accountants, investment professionals, and other outside advisors. This is a senior, hands-on role for a tax professional who is comfortable operating at a high level while remaining close to the details. The individual will be expected to bring strong technical knowledge, sound judgment, discretion, and the ability to manage complex matters from planning through execution. Responsibilities: • Lead tax planning and compliance activities across a sophisticated network of family, investment, operating, trust, and philanthropic entities., • Advise on tax implications of investments, restructurings, financings, real estate transactions, partnership activity, and other significant transactions., • Coordinate with outside tax, legal, accounting, and investment advisors to develop and execute tax strategies., • Oversee quarterly tax estimates, annual tax filings, financial reporting requirements, and related tax deliverables., • Participate in estate and wealth-transfer planning, including trusts, asset transfers, reorganizations, and other tax-sensitive structures., • Review and oversee partnership allocations, equity-related calculations, and other complex tax and accounting matters., • Support the family's philanthropic and foundation activities, including tax compliance and governance matters., • Work with the investment and finance teams on tax considerations involving private equity, alternative investments, real estate, and other complex assets., • Serve as a trusted resource to senior leadership and family representatives on tax-related issues and opportunities., • Provide direction and mentorship to accounting and tax professionals while maintaining a collaborative, team-oriented environment. Qualifications: • CPA required; Bachelor's degree in Accounting, Tax, Finance, or a related field., • 15+ years of progressively responsible tax experience, including significant work with UHNW individuals, families, partnerships, trusts, and complex entity structures., • Experience in a family office, private wealth environment, private bank, or major accounting/advisory firm strongly preferred., • Strong technical foundation in partnership taxation, individual taxation, trusts and estates, and multi-entity tax matters., • Experience working on sophisticated transactions and tax planning initiatives., • Ability to work effectively with principals, senior executives, attorneys, investment professionals, and outside advisors., • Excellent judgment, discretion, communication skills, and attention to detail., • Comfortable working in a hands-on environment where the role extends beyond tax compliance into planning, analysis, and transaction support. Compensation: $350K–$375K all-in compensation, along with a strong benefits package and additional company-sponsored benefits. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: agreenberg@adviceny.com If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area

Payroll Specialist (Consulting to Hire) Location: Midtown Manhattan NYC (Hybrid – In office 3 Days a Week, Remote 2 Days a Week) Our client, a fast-paced professional services firm, is seeking a Senior Payroll Specialist to join its Human Resources team. This position plays a key role in overseeing payroll processing and ensuring full compliance with federal, state, and local regulations. The position also offers the opportunity to contribute to benefits-related initiatives and process improvement projects. Overview This position is ideal for an experienced payroll professional who thrives in a collaborative, fast-paced environment and is passionate about accuracy, compliance, and service excellence. You’ll be working closely with internal stakeholders across HR, accounting, and tax functions to maintain and continuously enhance payroll operations. Key Responsibilities • Manage daily payroll activities including the review and submission of weekly, semi-monthly, and monthly payroll runs across multiple employee groups., • Respond to payroll-related inquiries, resolving issues quickly and professionally., • Collaborate with internal departments to support employee needs., • Conduct root cause analysis for payroll discrepancies and develop documented solutions to prevent recurrence., • Partner with different departments to research and resolve complex payroll concerns., • Assist with quarterly payroll tax reconciliations and year-end reporting, including W-2s and other relevant filings., • Maintain accurate payroll records in accordance with applicable regulatory guidelines., • Support the implementation of updated processes and tools related to payroll, with a focus on efficiency and scalability., • Conduct internal payroll audits and assist in preparing documentation for external auditors when needed., • Contribute to the benefits renewal and open enrollment process by performing data validations and reconciliations., • Review and reconcile vendor invoices tied to payroll and benefits., • Handle various reporting needs and participate in special projects as necessary. Qualifications • 5-10+ years of hands-on payroll experience across multiple states., • Proficiency with weekly, semi-monthly, and monthly payroll cycles., • Familiarity with leading payroll or HRIS platforms (e.g., ADP Workforce Now or comparable systems)., • Prior involvement in payroll or HR system implementations is a plus., • Exceptional attention to detail and commitment to data integrity., • Strong understanding of standard operating procedures to ensure consistent and accurate payroll processing., • Proven ability to manage confidential information with professionalism and discretion., • Advanced proficiency in Microsoft Excel, including VLOOKUPs, pivot tables, and data analysis tools., • Excellent communication skills, both written and verbal with an ability to work independently and in a team setting., • Effective time management and multitasking skills., • Solid understanding of Federal, State, and Local payroll tax regulations., • Flexibility to work additional hours when needed to meet processing deadlines. Preferred • Certified Payroll Professional (CPP) designation is a plus., • Background in managing or supporting benefits-related processes in a financial services or family office setting., • Bachelor’s degree in Accounting, Business Administration, or a related field.

Job Overview: Position: Accounts Payable Specialist Position Summary: The role involves managing a high volume of full-cycle accounts payable processes, ensuring timely payments to vendors and subcontractors, and maintaining positive relationships with both internal departments and external partners. Key Responsibilities ("What You'll Do"): -Accurately review and process a high volume of invoices and vendor information in accordance with company policies. -Code invoices and enter transactions into the SAGE accounting system -Prepare and maintain accounts payable reconciliations and supporting schedules. -Reconcile vendor statements and investigate payment discrepancies. • Perform matching of invoices, purchase orders, and delivery receipts. -Maintain accurate vendor records, including tax documentation and contact information. -Support month-end and year-end close activities. -Manage corporate credit card reconciliations and expense report review. -Respond to vendor inquiries and resolve issues professionally and promptly. -Monitor AP aging reports and ensure invoices are paid according to agreed-upon terms. -Review and match invoices to purchase orders and receiving documentation. -Ensure timely and precise entry of transactions into SAGE accounting software. -Prepare and process payments. -Reconcile statement balances to maintain accuracy. -Respond to vendor and internal inquiries. -Assist with month-end close activities, including account reconciliations and accrual support. -Collaborate internally to resolve invoice and payment-related issues. -Support year-end audits and provide requested documentation. -Maintain vendor records, including onboarding documentation and W-9 collection. -Assist with 1099 preparation and year-end reporting requirements. -Maintain organized AP documentation and filing systems for audit purposes. -Collaborate with internal departments and vendors to resolve payment-related issues. -Assist with intercompany transactions, reconciliations, and settlements. -Perform tasks with limited supervision. Qualifications & Requirements: • Experience: 3 years of experience is highly desirable., • Strong understanding of accounts payable processes and accounting fundamentals., • Proficiency in Microsoft Excel., • Excellent attention to detail and accuracy., • Strong organizational, communication, and problem-solving skills., • Ability to manage multiple priorities and meet deadlines. Industry Background: Construction industry experience is advantageous. • Experience working with accounting software and systems. Education: Associate’s degree in accounting, Finance, or a related field preferred. Technical Skills: -Familiarity with SAGE Accounting software -Proficiency in Microsoft Excel is required. -Acute attention to detail; ability to meet strict deadlines independently. • Work Location: Willingness to work in Newark, New Jersey.

A client of ours is a Global Service Firm that has opened a new role on their team. Seeking a Head of Tax professional with 14+years to be the lead for the firm, reporting to CFO. This professional will work with Executives, Front Office, Operations, and Finance along with internal stakeholders. Responsibilities include Tax Compliance, Reporting, M&A Tax Diligence, Tax Risk and Strategy. Responsibilities will include, but are not limited to: • Responsible for Tax Reporting, Planning, Compliance, and Structuring working with executives along with utilizing outside advisors, • Strategic analysis of Global tax structing and planning, • Buy-Side M&A Tax Diligence, • Evaluate and Structure M&A transactions., • Review and Analysis of Partners Capital Account Model, • Assist with Monitor Global tax developments (ex. legislation, regulations, changes in business operations) and communicate the necessary recommendations to management., • Proactively identify all global tax requirements and ensure compliance. Requirements: • 12+ years of related tax experience with at least five years in a public accounting firm a plus, • Bachelor’s degree in Accounting required, Master's is a plus, • CPA or JD is a plus, • Partnership Taxation is a plus, • Understanding of Stock Equity Compensation and Partner Capital Models is a plus

Director of Accounts Payable New York City, NY We are partnering with a New York City-based organization seeking a Director of Accounts Payable. Reporting to the Controller, this leader will oversee the company's Accounts Payable function and ensure payment obligations are processed accurately, efficiently, and with strong financial controls. The Director will modernize AP operations by improving processes, expanding automation, optimizing systems, and strengthening the end-to-end procure-to-pay model. This role will also lead and develop the AP team while partnering closely with Accounting, Finance, Procurement, Operations, IT, and other business leaders. Key Responsibilities • Lead the strategy, operations, controls, and performance of the Accounts Payable function., • Develop and execute an AP transformation roadmap focused on automation, scalability, efficiency, and stakeholder service., • Improve procure-to-pay processes, including vendor onboarding, invoice processing, approvals, matching, payments, reconciliations, and exception management., • Oversee payment cycles, month-end activities, accrual support, tax reporting, audit requests, and fraud-prevention controls., • Establish meaningful KPIs and use data to improve processing time, accuracy, productivity, and service levels., • Partner cross-functionally to optimize AP technologies, workflows, policies, and controls., • Lead, coach, and develop AP managers and the broader team. Qualifications • Bachelor's degree in Accounting, Finance, Business Administration, or a related field., • 10+ years of progressive AP, Accounting, Finance, or related experience in a high-volume environment., • 5+ years of people-leadership experience, preferably leading managers or larger AP teams., • Experience leading a centralized AP or shared-services function within a large or complex organization., • Demonstrated success with AP transformation, process improvement, automation, and financial-system initiatives., • Strong knowledge of procure-to-pay processes, internal controls, vendor management, and accounting principles., • Advanced Excel, data-analysis, project-management, and change-management skills., • Experience in a high-volume, multi-location operating environment is preferred.

Assistant Controller / Controller (Corporate Accounting) – Real Estate A highly regarded alternative investment firm is looking to add an Assistant Controller/Controller to its expanding finance team. This newly created opportunity offers direct exposure to senior leadership, team management responsibilities, and the chance to play a key role in supporting the firm’s continued growth and operational buildout. A rapidly growing alternative investment platform focused on complex real asset and structured financing strategies with a strong institutional presence. Job Description: • Oversee financial reporting, journal entries, and general ledger activity for multiple corporate entities, • Lead monthly close activities including reconciliations, accruals, and account analyses, • Assist with budgeting, forecasting, treasury functions, and management reporting, • Manage expense processing, invoice approvals, and reporting workflows, • Coordinate with external auditors and support annual tax reporting processes, • Handle intercompany reconciliations and internal financial reporting responsibilities, • Identify opportunities to improve processes, reporting capabilities, and operational efficiencies, • Mentor junior team members and collaborate closely with finance leadership Requirements / Qualifications: • 5+ years of accounting or finance experience within alternative investments, asset management, or financial services, • Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred, • Combination of public accounting and industry experience preferred, • Prior experience within a management company accounting environment, • Strong understanding of U.S. GAAP, financial reporting, and intercompany accounting, • Experience overseeing or mentoring junior staff members, • Advanced Excel and Microsoft Office skills, • Strong analytical, organizational, and communication abilities, • Ability to thrive in a fast-paced, high-growth environment, • Comfortable working in-office full-time Base Range: $150,000-$200,000. Total Compensation Range up to $225,000-$250,000

Assistant Controller (Family Office) New York, NY A private investment firm and family office is seeking an experienced professional to join its accounting and operations team. This role offers broad exposure across private equity and family office activities, including accounting, financial reporting, investment administration, compliance, tax coordination and general operations. The individual will independently manage projects from initiation through completion, coordinate with external administrators and advisors, and serve as a key point of contact across the organization. Key Responsibilities • Oversee accounting, financial reporting, cash management and investment tracking across multiple entities, • Process capital calls and distributions and support investment-performance reporting, • Coordinate with fund administrators, auditors, tax advisors, legal counsel and other external providers, • Support the onboarding of new investments, including entity formation, banking and operational setup, • Assist with tax, estate-planning, real estate, insurance and philanthropic matters, • Lead process-improvement, systems-integration and automation initiatives, • Support compliance matters and other special projects Qualifications • Bachelor’s degree, • Approximately 5–12 years of relevant accounting, finance or operational experience, • Family office, investment-management or project-management experience is preferred but not required, • Strong accounting foundation and excellent organizational skills, • Ability to manage competing priorities and shift between responsibilities, • Proactive, detail-oriented and comfortable taking ownership, • Ability to improve processes and supervise junior team members Compensation • $150,000-$300,000 total compensation, based on experience

Controller - NYC Endowment A global endowment located in NYC is seeking a Controller to join their team. The Controller will be a key member of a small, collaborative team responsible for the accounting and financial reporting of the endowment and related entities. This is a hands-on role with broad exposure across accounting, audit, governance, and operational support. Responsibilities: • Lead monthly, quarterly, and annual accounting activities, including journal entries, reconciliations, and financial statement preparation, • Ensure reporting is maintained in accordance with U.S. GAAP and internal policies, • Oversee and review third-party fund administrators and accounting providers, • Serve as primary liaison for audit and tax matters, • Coordinate audit committee materials, governance documentation, and meeting deliverables, • Identify financial reporting risks and recommend process improvements, • Support vendor management and operational initiativesQualifications:, • BA/BS degree in Accounting, • CPA preferred, • 5+ years of relevant accounting experience (investment, fund, endowment, or financial services), • Strong knowledge of U.S. GAAP, • Proficiency in Excel; familiarity with systems such as QuickBooks, Dynamo, BNY, TPM/Caissa, or Private I is a plus, • Knowledge of asset allocation and alternative investments preferred Compensation: $160-180K base plus bonus and strong benefits. This role also offers a hybrid in-office work schedule. If you're an ambitious accounting professional looking to join a collaborative, growth-focused environment, please email Chuck Abba at cabba@daleyaa.com.